Thursday, 7 July 2011

Fabege Q2 2011

Real estate firm reports continued with Stockholm-focused Fabege’s (STO: FABG) numbers from this morning. Business climate stayed positive and property values are on the rise. Profit after taxes printed at 278 million Swedish kronor, down from 340 million the year before. Full year numbers are still up strongly (656 vs 501 million). Net sales of properties and higher interest rates were the explanation for declining numbers from rental income and property management.

The company has embarked on balance sheet strengthening for the last two years via sales of properties. While the company is very mindful to maintain tight cost control going forward, it has now increased the pace of investing in new projects and on existing holdings. Higher rental values are assumed to make a positive contribution going forward.

Fabege is targeting a 20 per cent return on new investments and has so far exceeded that target. Fabege owned 101 properties with a market value of 28.2 billion SEK at the end of the quarter. The main numbers were pretty much in line with expectations and positive comments have contributed to Fabege trading up around 1% in early afternoon trading. The quarterly report is available here.

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